Wealth Enhancement Advisory Services’s Heritage Global HGBL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HGBL Stock Details HGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.2K	Hold	25,758	–	–	﹤0.01%	3982
2026 Q1	$35.5K	Hold	25,758	–	–	﹤0.01%	3461
2025 Q4	$32.5K	Hold	25,758	–	–	﹤0.01%	3553
2025 Q3	$40.6K	Hold	25,758	–	–	﹤0.01%	3451
2025 Q2	$58.2K	Hold	25,758	–	–	﹤0.01%	3210
2025 Q1	$56.2K	Buy	+25,758	New	+$54.8K	﹤0.01%	2838

Other funds holding HGBL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's HGBL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Heritage Global (HGBL) position steady in Q2 2026 at 25,758 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3982.

Wealth Enhancement Advisory Services first reported a position in HGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $58.2K in Q2 2025. 4 funds tracked by Wall St. Rank hold HGBL as of Q2 2026.

Wealth Enhancement Advisory Services held 25,758 shares of Heritage Global worth $32.2K as of Q2 2026.
Wealth Enhancement Advisory Services left its Heritage Global share count unchanged in Q2 2026.
Heritage Global made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3982 holding.
Wealth Enhancement Advisory Services first reported a position in Heritage Global in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Heritage Global position peaked at $58.2K in Q2 2025.
4 funds tracked by Wall St. Rank held Heritage Global as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.